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GleanQuote CPQ

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App

GleanQuote CPQ

HubSpot-certificeret app

Advanced Configure Price Quote (CPQ) for Complex Quoting

Udviklet af
GleanView
Installeringer
100+ installationer
Rangering

4,7(19)

Log på for at installereKræver GleanQuote CPQ-abonnement

Krav

HubSpot-abonnement
    Fungerer med all HubSpot-planer
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Tilladelser til HubSpot-konto
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GleanQuote CPQ abonnement
Complete (Per User) plan

Oversigt

Make Complex Quoting in HubSpot Simple with GleanQuote

GleanQuote helps teams that have configuration, pricing and proposal generation challenges. Our full CPQ solution is easy to implement and easier to use.

Product / Service / Bundle Configurator
  • Product Catalog with Unlimited Custom Fields

  • Guided Product Selection with Embedded Sales Tips and Product Rules

  • UpSell / Cross Sell

  • Configurable Products, Bundles, Kits

  • Inventory Tracking

  • Save Popular Product Configurations as Reusable Template

Pricing Engine for Complex Pricing
  • Price Books / Price Lists to Manage Pricing and Discounts for Groups of Customers

  • Cost Plus Pricing

  • % of Total Pricing

  • Recurring Pricing

  • Formula / Conditional Pricing to Make Complex Pricing Calculations

  • Volume Pricing (Volume, Tiered, Block)

  • Margin / Discount Tracking and Controls

Proposal Generation
  • Drag and Drop Custom Template Builder

  • Unlimited Custom Templates

  • Content Locking to Prevent User Editing (Legal Terms for example)

  • Content Library for Reusable Proposal Snippets or Supporting Sales / Marketing Content (Case Studies, Videos, White Papers)

  • HTML and PDF Document Generator and E-Sign

  • Multiple Quote Tables per Proposal

  • Up to 10 Product Media Files per Product

  • Complete Control Over Quote Line Formatting / Details

  • Customer Choice - Interactive Quotes with Add-Ons / Upsells for Your Customer to Choose Before Signing

  • Conditional or Dynamic Terms / Content

  • Multi-Condition Approval Rules

  • Collaboration Deal Space

  • Multi-Language

Flexible Integration Settings
  • Manage Product Library in GleanQuote or HubSpot

  • Start/Edit New Quotes/Proposals Directly from HubSpot Company / Deal

  • All Proposal Activity synced from GleanQuote to HubSpot

  • Line Items synced from GleanQuote to HubSpot

  • HubSpot Quote can be auto-generated from GleanQuote

  • Deal Amount and Stage synced from GleanQuote to HubSpot

  • HubSpot Deal Line Items can also be synced into GleanQuote Proposal

  • Any HubSpot Company, Contact, or Deal field can be used as a merge field or conditional field in GleanQuote Proposal

Self Service Portal for Dealers/Partners
  • Enable a branded self-service portal for dealers and partners to configure and price deals with assigned price lists

  • Easily share content like product specs, marketing brochures, case studies, videos with partners through a self service content library.

  • As low as $5 / dealer user / month

Funktioner

Configurator with Product Options and Conditional Rules

Use product options and conditional logic rules to configure complex products and services. Enable your team to accurately bundle compatible items with just a few clicks.

Advanced Pricing Engine

Price your products and services any way you want, from conditional/formula pricing to price books or volume pricing. Use GleanQuote's rule based pricing engine to eliminate the need for complicated, uncontrolled spreadsheets that won't scale as you grow.

Quote / Proposal Generation

Use GleanQuote's drag and drop template builder to create unlimited custom templates that make it easy for your team to quickly generate quotes and proposals. Use conditional rules to steer your team into the right proposal template and the right products and content for every deal.

Discounts, Margins and Content Control

Install guardrails and barriers to over-discounting or editing legal terms with custom user permissions, approval rules and content locking.

Customer Choice

Give your customers a choice of solutions by making line items optional and multiple choice. Your customer can choose different options and the price totals are updated automatically. This is great for Good/Better/Best and CrossSell strategies.

Appfunktionalitet

Delte data
Datakilde
Synkroniser retning
I HubSpot
I HubSpot

Accounts

Virksomheder

Virksomheder

Activity

Tidslinje

Tidslinje

Contact Activity

Tidslinje

Tidslinje

Contacts

Kontakter

Kontakter

Opportunities

Handler

Handler

Proposals

Dealegenskaber

Dealegenskaber

Quote Data

Dealegenskaber

Dealegenskaber

Quote Products

Produkter

Produkter

Recipients

Kontakter

Kontakter

Recipients

Kontaktegenskaber

Kontaktegenskaber

Flere oplysninger om delte data

GleanQuote includes a robust and complete field mapping tool as well as custom field creation. You can bring over any User, Customer, Contact, or Deal data to use in a Proposal or Quote. Information such as Deal Total or even Deal Line Items (Products) can sync back into HubSpot directly from the proposal when it is sent or completed.

Anmeldelser

Gennemsnitlig vurdering

4,7

Baseret på 19 vurderinger


Anmeldelser i alt

19

Samlet antal anmeldelser


5
89 % fuldendt
89 %
4
6 % fuldendt
6 %
3
0 % fuldendt
0 %
2
0 % fuldendt
0 %
1
5 % fuldendt
5 %

Gennemsnitlig vurdering

4,7

Baseret på 19 vurderinger

Anmeldelser i alt

19

Samlet antal anmeldelser

5
89 % fuldendt
89 %
4
6 % fuldendt
6 %
3
0 % fuldendt
0 %
2
0 % fuldendt
0 %
1
5 % fuldendt
5 %

Filtrer anmeldelser:

Sortér:


4/5
    8. aug 2025

Meget fleksibel

Det er rigtig godt. Masser af fleksibilitet. Let at administrere

Hvad synes du om?

Fleksibilitet

Hvad synes du ikke om?

Nogle gange er der lidt problemer, men de bliver hurtigt løst

  • Dew, S.

Oversat from English. Vis original tekst

5/5
    10. apr 2025

Fantastisk CPQ-løsning til HubSpot

GleanQuote CPQ har været en god tilføjelse til vores tekniske stak, da det indbyggede tilbudssystem ikke fungerer for vores virksomhed. Muligheden for at tilpasse tilbudsskabeloner, produkter, priser osv. har været fantastisk - men du skal være forberedt på at skulle gøre en masse arbejde på forhånd, medmindre du allerede har en csv-fil med alle dine data. Når det er sagt, så fungerer produktet, som det skal, og teamet er altid hurtige til at svare og ringe op efter behov.

Hvad synes du om?

Kan tilpasses til dine behov, hurtig responstid fra supportteamet, integration med HubSpot er solid

Hvad synes du ikke om?

For vores virksomhed er manglen på 28-dages faktureringscyklusser

  • Watkins, I.

Oversat from English. Vis original tekst

Complete (Per User)

55 US$

/måned

Advanced CPQ and Proposal Generation

  • Product and Service Catalog

  • Product Selectors

  • Custom Fields

  • Subscription Pricing

  • Cost and Margin Tracking

  • Inventory Tracking

  • Drag and Drop Template Builder

  • Unlimited ESign

  • Approval Rules

  • Discount Controls

  • Interactive Proposals

  • Custom User Permission Roles

  • Formula and Conditional Pricing

  • Percent of Total Pricing

  • Price Lists

  • Volume Pricing

  • Conditional Configuration Rules

  • Configurable Bundles

  • Product Options

  • Product Rules

  • Price List Rules

  • Template Rules

  • Advanced Analytics

  • Dealer Portal

  • API Access

Price is Per User and Billed Annually. $2500 one-time onboarding and set-up required

Complete (Per User)

55 US$

/måned

Advanced CPQ and Proposal Generation

  • Product and Service Catalog

  • Product Selectors

  • Custom Fields

  • Subscription Pricing

  • Cost and Margin Tracking

  • Inventory Tracking

  • Drag and Drop Template Builder

  • Unlimited ESign

  • Approval Rules

  • Discount Controls

  • Interactive Proposals

  • Custom User Permission Roles

  • Formula and Conditional Pricing

  • Percent of Total Pricing

  • Price Lists

  • Volume Pricing

  • Conditional Configuration Rules

  • Configurable Bundles

  • Product Options

  • Product Rules

  • Price List Rules

  • Template Rules

  • Advanced Analytics

  • Dealer Portal

  • API Access

Price is Per User and Billed Annually. $2500 one-time onboarding and set-up required

* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 13.11.2024

Flere oplysninger

Udviklet af
GleanView
Installeringer
100+ installationer
Kategorier
Sprog som denne app er tilgængelig på
Engelsk

Nyheder

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